Plan

Why it's important to plan

Whatever your financial goals, the sooner you start planning how to achieve them, the better. The first step is to work out what your aims are, both in the short and long term. Are school or university fees for your children your top priority? Or are you saving towards retirement? It could be a combination of these, or you might have different objectives altogether.

Once you’ve determined your goals, you can then work out whether you’re on track to meet them and start exploring ways to make your money work harder.

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